The Genius is In
The Genius Is In Bar compresses need-to-know technical elements into 10–15 minute mini-sessions.
Got app? Family Philanthropy Conference App Demonstration: Council Staff
Saturday, January 26 - 2-2:15 p.m., 3-3:15 p.m., and 4-4:15 p.m.
Sunday, January 27 - 10-10:15 a.m., 2:15-2:30 p.m. and 4:15-4:30 p.m.
Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.
Sustainable Investing in Fixed Income: Tim Coffin
Saturday, January 26 - 2:30-2:45 p.m. and 4:30-4:45 p.m.
Sunday, January 27 - 2:45-3:00 p.m.
This presentation will discuss the case for environmental, social and governance “ESG” analysis in the bond markets, and consider options beyond the limits of negative screening. Sustainable fixed income investing can be an essential strategy for building risk adjusted investment returns and social returns. Responsible investors and fixed income investors will find the presentation timely.
Governance: Brigit Kavanaugh and Janet Y. Spears
Sunday, January 27 - 3-4 p.m.
Never before has the role of family foundation board members been so important. Do you maintain minutes of all board meetings and committee meetings that are authorized to act on behalf of the board? Do you provide a copy of the Form 990 to the board before it is filed? Have you adopted a written conflict of interest policy? Have you side-stepped all self-dealing rules? Come and visit for guidance on these and other related topics.
What Your Community Foundation Can Do for You: Brian Van Weele
Sunday, January 27 - 4:30-5:30 p.m.
Have you considered partnering with your local community foundation? If not, why not? A community foundation may offer you increased grant making flexibility, access to grantmaking experts and administrative services, a solution to the 5 percent payout, anonymity, and the potential for enhanced tax benefits. Consult with the community foundation expert to discover more.
Taxation Issues: Neil Kawashima
Monday, January 28 - 10-11 a.m.
Do you know where you stand on tax filings, tax on net investment income, failure to distribute income, excess business holdings, investments that could jeopardize the foundation's charitable mission, and taxable expenditures? Do you have other tax related questions? Come and meet Neil Kawashima, an internationally acclaimed expert on taxation for family foundations and other nonprofits.
Program Evaluation and Research: Kathleen Harris and Summer Jackson
Monday, January 28 - 11 a.m.-12 p.m.
Foundations often expect nonprofit leaders to use research to measure whether a program is having the expected outcomes. Minimally there needs to be metrics for success. What are some of the successful methods of measuring results? How should you evaluate the impact of your grantmaking? Come and ask the experts.
Supporting Orgs vs. Donor Advised Funds: Mari Ellen Reynolds Loijens
Monday, January 28 - 3-4 p.m.
Traditionally families with significant assets have used private foundations to accomplish their charitable objectives. But now there is another option: the supporting foundation. A supporting foundation offers an exclusive philanthropic identity and benefits without the burden of administrative responsibilities. This seasoned professional will explain the pros and cons and suggest the correct alternative for you.
Legal Affairs: Jill Dodd
Tuesday, January 29 - 9:30-10:30 a.m.
Every foundation operates under certain legal standards. There are filings and disclosures that must be maintained and inherent risks such as failure to operate the foundation exclusively for charitable purposes, using the assets or resources of the foundation to benefit a private individual or private interest, involvement in political campaigns or substantial lobbying activities, and conducting a trade or business that is not related to the exempt purpose of the foundation. The legal expert is a certified attorney who can give you advice on these and other legal issues.